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TCV Trust & Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TCV Trust & Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.7M Sell
60,737
-274
-0.4% -$28.8K 0.51% 50
2026
Q1 		$5.93M Sell
61,011
-2,300
-4% -$230K 0.5% 51
2025
Q4 		$6.09M Sell
63,311
-341
-0.5% -$32.8K 0.49% 54
2025
Q3 		$6.15M Buy
63,652
+2,794
+5% +$265K 0.51% 54
2025
Q2 		$5.6M Sell
60,858
-1,579
-3% -$136K 0.49% 55
2025
Q1 		$5.31M Sell
62,437
-1,407
-2% -$125K 0.49% 53
2024
Q4 		$5.64M Sell
63,844
-258
-0.4% -$23.4K 0.52% 53
2024
Q3 		$5.65M Sell
64,102
-2,823
-4% -$238K 0.51% 54
2024
Q2 		$5.43M Buy
66,925
+1,856
+3% +$151K 0.52% 54
2024
Q1 		$5.47M Sell
65,069
-4,600
-7% -$365K 0.52% 56
2023
Q4 		$5.42M Sell
69,669
-198
-0.3% -$14.1K 0.55% 55
2023
Q3 		$4.84M Sell
69,867
-66
-0.1% -$4.82K 0.53% 56
2023
Q2 		$5.11M Sell
69,933
-670
-0.9% -$46.6K 0.54% 55
2023
Q1 		$4.94M Sell
70,603
-1,442
-2% -$102K 0.55% 56
2022
Q4 		$4.86M Sell
72,045
-1,370
-2% -$92.4K 0.55% 56
2022
Q3 		$4.56M Sell
73,415
-2,843
-4% -$196K 0.58% 53
2022
Q2 		$4.93M Sell
76,258
-1,295
-2% -$92.2K 0.59% 55
2022
Q1 		$6.05M Sell
77,553
-2,493
-3% -$192K 0.65% 53
2021
Q4 		$6.64M Sell
80,046
-1,715
-2% -$141K 0.66% 51
2021
Q3 		$6.39M Sell
81,761
-1,000
-1% -$80.1K 0.71% 53
2021
Q2 		$6.57M Sell
82,761
-2,250
-3% -$175K 0.72% 52
2021
Q1 		$6.29M Sell
85,011
-2,911
-3% -$210K 0.73% 49
2020
Q4 		$6.03M Sell
87,922
-340
-0.4% -$21.7K 0.73% 50
2020
Q3 		$5.06M Sell
88,262
-340
-0.4% -$19.4K 0.68% 50
2020
Q2 		$4.75M Sell
88,602
-2,008
-2% -$101K 0.67% 51
2020
Q1 		$3.91M Sell
90,610
-2,832
-3% -$156K 0.64% 51
2019
Q4 		$5.57M Sell
93,442
-3,565
-4% -$205K 0.68% 50
2019
Q3 		$5.43M Sell
97,007
-1,540
-2% -$86.1K 0.7% 49
2019
Q2 		$5.5M Sell
98,547
-172
-0.2% -$9.44K 0.71% 47
2019
Q1 		$5.33M Sell
98,719
-757
-0.8% -$39.2K 0.7% 46
2018
Q4 		$4.62M Sell
99,476
-16,328
-14% -$824K 0.68% 45
2018
Q3 		$6.38M Sell
115,804
-1,760
-1% -$96.5K 0.85% 38
2018
Q2 		$6.24M Sell
117,564
-3,032
-3% -$160K 0.87% 38
2018
Q1 		$6.22M Sell
120,596
-2,012
-2% -$106K 0.89% 42
2017
Q4 		$6.38M Buy
122,608
+804
+0.7% +$40.8K 0.89% 41
2017
Q3 		$6M Sell
121,804
-2,300
-2% -$111K 0.89% 44
2017
Q2 		$5.96M Sell
124,104
-980
-0.8% -$46.5K 0.9% 41
2017
Q1 		$5.85M Sell
125,084
-1,916
-2% -$88.8K 0.89% 43
2016
Q4 		$5.68M Hold
127,000
– – 0.92% 42
2016
Q3 		$5.54M Buy
127,000
+20
+0% +$867 0.94% 43
2016
Q2 		$5.34M Sell
126,980
-900
-0.7% -$37.2K 0.93% 42
2016
Q1 		$5.21M Sell
127,880
-252
-0.2% -$9.59K 0.94% 40
2015
Q4 		$5.13M Buy
128,132
+20
+0% +$815 0.91% 37
2015
Q3 		$4.98M Sell
128,112
-400
-0.3% -$16.6K 0.9% 38
2015
Q2 		$5.47M Sell
128,512
-876
-0.7% -$38.1K 0.9% 37
2015
Q1 		$5.6M Sell
129,388
-388
-0.3% -$16.5K 0.91% 36
2014
Q4 		$5.42M Buy
129,776
+336
+0.3% +$13.6K 0.89% 36
2014
Q3 		$5.12M Buy
129,440
+300
+0.2% +$12.1K 0.86% 36
2014
Q2 		$5.25M Buy
129,140
+2,080
+2% +$81.1K 0.86% 37
2014
Q1 		$4.92M Sell
127,060
-312
-0.2% -$11.8K 0.83% 40
2013
Q4 		$4.78M Sell
127,372
-2,756
-2% -$99.6K 0.82% 39
2013
Q3 		$4.52M Sell
130,128
-3,320
-2% -$113K 0.88% 37
2013
Q2 		$4.33M Buy
+133,448
New +$4.33M 0.89% 39

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

TCV Trust & Wealth Management's IWR Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.45% in Q2 2026, selling an estimated $28.8K and leaving 60,737 shares worth $6.7M. The position accounts for 0.51% of the portfolio, ranked #50.

TCV Trust & Wealth Management first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 829 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • TCV Trust & Wealth Management held 60,737 shares of iShares Russell Mid-Cap ETF worth $6.7M as of Q2 2026.
  • TCV Trust & Wealth Management sold 274 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $28.8K.
  • iShares Russell Mid-Cap ETF made up 0.51% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #50 holding.
  • TCV Trust & Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 829 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.